SEC 13F Intelligence

Aegon Asset Management UK PLC / WTRG

Aegon Asset Management UK PLC’s Essential Utils Inc Position

Does Aegon Asset Management UK PLC own Essential Utils Inc (WTRG)? Yes — 622.5K shares worth $25M (+0.33% of its 13F portfolio) as of Q1 2026, down from 801.9K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
622.5K
% of Portfolio
+0.33%
Quarters Held
22
currently held

Position History WTRG

Reported value by quarter
Q4 ’20: $70MQ4 ’20Q1 ’21: $63MQ2 ’21: $57MQ3 ’21: $57MQ3 ’21Q4 ’21: $67MQ1 ’22: $39MQ2 ’22: $68MQ2 ’22Q3 ’22: $54MQ4 ’22: $62,418Q1 ’23: $44,763Q1 ’23Q2 ’23: $40,772Q3 ’23: $62,418Q4 ’23: $52,964Q4 ’23Q1 ’24: $51,141Q2 ’24: $45,597Q3 ’24: $40,432Q3 ’24Q4 ’24: $35,762Q1 ’25: $30,053Q2 ’25: $33,422Q2 ’25Q3 ’25: $36MQ4 ’25: $31MQ1 ’26: $25MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026622.5K$25M+0.33%
Q4 2025801.9K$31M+0.37%
Q3 2025896.0K$36M+0.42%
Q2 2025900.4K$33,422+0.43%
Q1 2025760.7K$30,053+0.44%
Q4 2024984.6K$35,762+0.47%
Q3 20241.05M$40,432+0.55%
Q2 20241.22M$45,597+0.64%
Q1 20241.38M$51,141+0.77%
Q4 20231.42M$52,964+0.84%
Q3 20231.31M$62,418+1.13%
Q2 20231.02M$40,772+0.66%
Q1 20231.03M$44,763+0.78%
Q4 20221.31M$62,418+1.13%
Q3 20221.31M$54M+1.10%
Q2 20221.47M$68M+1.27%
Q1 2022758.6K$39M+0.57%
Q4 20211.24M$67M+0.86%
Q3 20211.24M$57M+0.81%
Q2 20211.24M$57M+0.80%
Q1 20211.40M$63M+0.93%
Q4 20201.48M$70M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aegon Asset Management UK PLC’s full portfolio or all institutional holders of WTRG.